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Proactive Governance & Adoption in Microsoft 365

The document discusses governance and adoption of Microsoft 365. It provides an overview of governance approaches, including enablement, managed, and optimized phases. It emphasizes the importance of roles, policies, guidance, and readiness assessments. Visual breakdowns are given for governance key activities for various Microsoft 365 workloads. The presenters aim to review successful governance approaches, understand how to advance governance and adoption, demonstrate how Orchestry can help, and provide best practices for adoption.

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Q & A + SOCIAL Questions? - Use GoToWebinar Q&A Panel Post Webinar – Recording will be sent Social - #Orchestry #WorkMadeSimple 2 @OrchestrySoft @Orchestry Ask questions! This is FREE consulting; get your questions answered Webinar Survey – Don't forget 15 sec survey PROACTIVE GOVERNANCE & ADOPTION IN M365
WHO IS MICHAL PISAREK ORCHESTRY OVERVIEW The technology landscape for digital workers and organizations today is overcomplicated leaving most with a wasteland of unused and unperforming Office 365 tools. That’s where Orchestry comes in: Work Made Simple. 6-time Microsoft SharePoint MVP Serial Entrepreneur International Office 365 Speaker Office 365 Thought Leader Former Professional Chef Michal Pisarek 3 @michalpisarek michal@orchestry.com www.orchestry.com @michalpisarek PROACTIVE GOVERNANCE & ADOPTION IN M365
WHAT IS ORCHESTRY? Enablement Adoption Standardization Change Management Governance MakeWork Simple in Microsoft 365 with Orchestry, a comprehensive platform to drive: Orchestry is a balanced platform composed of adoption tools, engaging templates, controlled provisioning, and empowering self-service to drive usage and adoption success in Microsoft 365, Microsoft Teams and SharePoint Online. 4 PROACTIVE GOVERNANCE & ADOPTION IN M365
WHO IS RICHARD HARBRIDGE 2TOLEAD OVERVIEW 2toLead is a generous Microsoft consulting company. We employ trusted, passionate and experienced consultants who work hard to solve the most challenging business and technology problems that face our clients. “You will love the way we work. Together.” 6-time Microsoft 365 MVP Published Author International Keynote Speaker Chief Technology Officer at 2toLead Board Member & Community Leader For Microsoft 5 @RHarbridge Richard@2toLead.com www.2toLead.com @RHarbridge PROACTIVE GOVERNANCE & ADOPTION IN M365 Richard Harbridge
SESSION GOALS 6 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
SESSION GOALS 7 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
PLANNING FOR SUCCESSFUL ADOPTION We need to invest in key areas to enable and accelerate adoption. Governance isn’t JUST risk mitigation it’s also about efficiency and driving better digital excellence.
PLANNING FOR SUCCESSFUL ADOPTION We need to invest in key areas to enable and accelerate adoption. Governance isn’t JUST risk mitigation it’s also about efficiency and driving better digital excellence. Governance Policies & Guidance
GOVERNANCE APPROACH… What follows is a visual breakdown of the Governance approach we recommend at this time. We can’t just jump to automation – though you can accelerate a service of M365 in a targeted way. Enablement • Configuration • Organizational Understanding • Critical Risk Mitigation • Roles & Responsibilities Identified Managed • Automation & Playbook Execution • Monitoring & Ongoing Risk Mitigation • Roles & Responsibilities Managed Optimized • Distributed Management & Automation • Pro-Active Monitoring • Roles & Responsibilities Optimized & Pro-Actively Reviewed
WHAT SHOULD YOU TACKLE FIRST? If enablement is key then we need to tackle that effectively first. Then work to automate and implement approaches based on the improved configuration and org understanding. Office365Resources.com Enablement Risk Mitigation Prioritization Support Plan Forward Roadmap Configuration Organizational Understanding Success Readiness Questionnaire Can Help Technology Governance Planning Workshops Business Readiness Policies & Enforcement Guidance & Excellence Cultural & Org Alignment Roles & Responsibilities Service Model Documentation More Complicated To Change But Important To Plan For
ENSURE YOU HAVE THE RIGHT ROLES Do you have people who own and lead key roles, do you have the resources that support a role? Does the role communicate, coordinate and engage effectively? Office365Resources.com Role Resources Communication Coordination Engagement Trend Office 365 Project Manager 4 - Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing  Business Owner 4.5 – Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing  Executive Sponsors 4.5 – Managed 5 - Optimizing 5 - Optimizing 4 - Managed  Champions 4 - Managed 4 - Managed 5 - Optimizing 4 - Managed  Departmental Leads 3.5 – Defined 4 - Managed 4 - Managed 2 – Opportunistic  Education Leads 4 - Managed 4 - Managed 4 - Managed 2.5- Opportunistic  IT Leads 4 - Managed 4.5 – Managed 5 - Optimizing 4.5 – Managed  HR Manager 3 – Defined 3.5 – Defined 3.5 – Defined 3 – Defined  Communication Leads 5 - Optimizing 5 - Optimizing 5 - Optimizing 5 - Optimizing  Community
POLICIES AND GUIDANCE Resources can be even more complex. Do you have common and expected policies, guidance, or content available and up to date today? # Need Current State Notes & Recommendations Support 1 Office 365 Champion Coverage & Selection Plan Current State No, Champion coverage and/or selection plan exists which identifies champions per business unit, office, department, team, or floor nor one that outlines how new Champions can/should be identified or nominated to improve Office 365 adoption. Current Champions were selected based on their role within the different units and to get a good cross section of individuals (executives, reception area, field and office workers) Recommendations:  Ensure there is an accessible list of these active champions.  Ensure you have shared the details of how you select champions, remaining champion gaps/needs, and how users can sign up to be one in your Campion Coverage and Selection Criteria guidance. 2 Champion Commitment Guide Current State No, Champion Commitment Guide exists that articulates the value of champions and the champion’s community while outlining champion commitments and benefits Recommendations:  Draft an Office 365 Champion Guide detailing the value of Champions and their community within your organization, the required commitments necessary to be a Champion and the associated benefits. 3 Champion Fact Sheet Current State No, the Champion community does not have a fact sheet that can be provided to a champion’s manager to support or help in attaining buy-in. Recommendations: # Icon Description 1 Does Not Exist: The starting point of usage and guidance. There is no plan being followed. 2 Partially Defined/Started: An approach may have been decided upon and is being opportunistically applied. The approach has not been widely accepted nor adopted. It may be informally defined. 3 Defined: The approach has been reviewed and accepted within the organization. There has been buy-in to the documented approach and the approach is often followed. The way this area is implemented is defined and/or standardized, but not in use across the entire organization. Some governance is defined but may not be widely understood/followed. 4 Defined & Managed: This area is centrally supported, standardized, and implemented across the organization. It is defined and understood/followed. Metrics may be gathered and reported. 5 Optimized & Managed: This area is functioning optimally and continuous improvement occurs based on defined and monitored metrics or feedback. Assets are pro-actively maintained to ensure relevancy and correctness. Leadership in this area is demonstrable.
Success readiness is something you can evaluate and it spans roles, programs, policies, guidance, even incentives and rewards. http://Office365Resources.com. AT AN ORGANIZATIONAL LEVEL HOW READY ARE YOU?
GOVERNANCE APPROACH… What follows is a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence
GOVERNANCE APPROACH… What follows is a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Determine Your Phase 1 Teams Rollout Related?
GOVERNANCE APPROACH… What follows is a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Phase 1? Teams Rollout Related? Phase 2?
GOVERNANCE APPROACH… What follows is a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Phase 1? Partially Tackled In Rollout Phase 2? 3rd Party AUTOMATION?
GOVERNANCE APPROACH… What follows is a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Compliance & Lifecycle Management (Retention, Archiving, Disposition, eDiscovery, Holds & Investigations, etc.) Security (DLP, Sensitivity, Monitoring, Alerting, etc.)
SESSION GOALS 2 1 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
SESSION GOALS 2 2 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
PLANNING FOR SUCCESSFUL ADOPTION We need to invest in key areas to enable and accelerate adoption. Adoption Campaigns
FUNNEL FOR COMMITMENT In order for users to improve their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. Drive Interest/Awareness Guide Understanding Realize Value
PLANNING FOR ADOPTION… We need to be more tactical and granular to drive meaningful commitment. Plan and execute adoption campaigns! http://Office365Campaigns.com
PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
PLANNING FOR TIPS When each day’s Yammer/SharePoint News tip is posted by a member of the tip team it ensures that these tips come from different users which gets more people involved.
PLANNING FOR TIPS Tips drive users to take action, should be themed, should be pre-written before the start of the campaign, and can be easily adapted from existing ones.
PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
PLANNING FOR CONTESTS Starter List Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office 365” document in the Office 365 Resource Kit (http://Office365Resources.com)
PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
PLANNING FOR COMMUNICATION Define a comprehensive communication plan along with the messaging for key Email, Intranet posts, Yammer posts or communication for the campaign.
PLANNING FOR ADOPTION Having a campaign over a duration of days enables greater measurement, clearer accountability, and simplifies the coordination and commitment needed. Baseline Measure Impact Measure Continued Impact
PLANNING FOR MEASUREMENT Example: We can see that most sharing is happening in SharePoint and not OneDrive. Great insight is available now in the adoption pack.
http://Office365Metrics.com contains guidance on ways to measure Office 365 & samples of common business impacts it can drive. WHAT ABOUT BUSINESS IMPACT?
PLANNING FOR ADOPTION If executing effective adoption campaigns leads to effective commitment is there anything else we should keep in mind?
CAMPAIGNS ENRICH COE CONTENT The campaign generates new resources, training, tips, tricks, success stories, and much more that adds continual value to your digital center of excellence.
CAMPAIGNS CAN BE “JUST IN TIME” By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve how we manage the lifecycle of these spaces and perform targeted ‘drip’ campaigns.
SESSION GOALS 4 0 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
SESSION GOALS 4 1 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
ORCHESTRY CAPABILITIES The beautiful and simple user interface, users can create sites and choose the features they need. PROVISIONING DIRECTORY The intuitive and scalable governance guides policies building around Groups,Teams and SharePoint sites. GOVERNANCE The simple and elegant templates built for MSTeams and/or SharePoint Sites for tailored use cases by experts. TEMPLATES 4 2 Define a 'what to use when’ M365 strategy, enabling and empowering the right combination of M365 tools that are configured and tailored to your specific needs with Orchestry. The beautiful and simple user interface, users can create sites and choose the features they need. PROVISIONING The directory provides a way to quickly find and accessTeams, Sites and Groups within an organization. DIRECTORY The intuitive and scalable governance guides policies building around Groups,Teams and SharePoint sites. GOVERNANCE PROACTIVE GOVERNANCE & ADOPTION IN M365
DEMO TIME 4 3 #Orchestry #WorkMadeSimple PROACTIVE GOVERNANCE & ADOPTION IN M365
SESSION GOALS 4 4 Review successful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
CUSTOMER OVERVIEW PRE-SESSION QUESTIONS “How do you approach the governance process after tools have long been rolled out and used differently by all employees? -- Eric 4 5 PROACTIVE GOVERNANCE & ADOPTION IN M365
CUSTOMER OVERVIEW PRE-SESSION QUESTIONS “Interested to know more about governance in SharePoint, Teams, OneDrive, related to content, and using other modules like security and compliance." -- Cliff 4 6 PROACTIVE GOVERNANCE & ADOPTION IN M365
HOW CAN I TRY ORCHESTRY? We are glad you asked... 4 7 full access subscription to Orchestry 21-Days FREE online guided Orchestry workshop 1 FREE to Orchestry support Unlimited access PROACTIVE GOVERNANCE & ADOPTION IN M365
QUESTIONS? Upcoming Events… https://orchestry.com/event/ Tues. Mar. 9 10 AM PT / 1 PM ET PROACTIVE GOVERNANCE & ADOPTION IN M365
Thank You! Orchestry&Y ouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers WhenT oUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com Message Me On LinkedIn or Email Richard@2toLead.com CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY Let’s connect and find ways to do more and work together.
GET IN TOUCH https://orchestry.com hello@orchestry.com WORK MADE SIMPLE https://orchestry.com/event Vancouver, British Columbia, Canada https://www.linkedin.com/company/orchestry Reminder! Please take the post-webinar survey.

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Proactive Governance & Adoption in Microsoft 365

  • 2.
    Q & A+ SOCIAL Questions? - Use GoToWebinar Q&A Panel Post Webinar – Recording will be sent Social - #Orchestry #WorkMadeSimple 2 @OrchestrySoft @Orchestry Ask questions! This is FREE consulting; get your questions answered Webinar Survey – Don't forget 15 sec survey PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 3.
    WHO IS MICHALPISAREK ORCHESTRY OVERVIEW The technology landscape for digital workers and organizations today is overcomplicated leaving most with a wasteland of unused and unperforming Office 365 tools. That’s where Orchestry comes in: Work Made Simple. 6-time Microsoft SharePoint MVP Serial Entrepreneur International Office 365 Speaker Office 365 Thought Leader Former Professional Chef Michal Pisarek 3 @michalpisarek michal@orchestry.com www.orchestry.com @michalpisarek PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 4.
    WHAT IS ORCHESTRY? EnablementAdoption Standardization Change Management Governance MakeWork Simple in Microsoft 365 with Orchestry, a comprehensive platform to drive: Orchestry is a balanced platform composed of adoption tools, engaging templates, controlled provisioning, and empowering self-service to drive usage and adoption success in Microsoft 365, Microsoft Teams and SharePoint Online. 4 PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 5.
    WHO IS RICHARDHARBRIDGE 2TOLEAD OVERVIEW 2toLead is a generous Microsoft consulting company. We employ trusted, passionate and experienced consultants who work hard to solve the most challenging business and technology problems that face our clients. “You will love the way we work. Together.” 6-time Microsoft 365 MVP Published Author International Keynote Speaker Chief Technology Officer at 2toLead Board Member & Community Leader For Microsoft 5 @RHarbridge Richard@2toLead.com www.2toLead.com @RHarbridge PROACTIVE GOVERNANCE & ADOPTION IN M365 Richard Harbridge
  • 6.
    SESSION GOALS 6 Review successful approachesto Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 7.
    SESSION GOALS 7 Review successful approachesto Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 8.
    PLANNING FOR SUCCESSFULADOPTION We need to invest in key areas to enable and accelerate adoption. Governance isn’t JUST risk mitigation it’s also about efficiency and driving better digital excellence.
  • 9.
    PLANNING FOR SUCCESSFULADOPTION We need to invest in key areas to enable and accelerate adoption. Governance isn’t JUST risk mitigation it’s also about efficiency and driving better digital excellence. Governance Policies & Guidance
  • 10.
    GOVERNANCE APPROACH… What followsis a visual breakdown of the Governance approach we recommend at this time. We can’t just jump to automation – though you can accelerate a service of M365 in a targeted way. Enablement • Configuration • Organizational Understanding • Critical Risk Mitigation • Roles & Responsibilities Identified Managed • Automation & Playbook Execution • Monitoring & Ongoing Risk Mitigation • Roles & Responsibilities Managed Optimized • Distributed Management & Automation • Pro-Active Monitoring • Roles & Responsibilities Optimized & Pro-Actively Reviewed
  • 11.
    WHAT SHOULD YOUTACKLE FIRST? If enablement is key then we need to tackle that effectively first. Then work to automate and implement approaches based on the improved configuration and org understanding. Office365Resources.com Enablement Risk Mitigation Prioritization Support Plan Forward Roadmap Configuration Organizational Understanding Success Readiness Questionnaire Can Help Technology Governance Planning Workshops Business Readiness Policies & Enforcement Guidance & Excellence Cultural & Org Alignment Roles & Responsibilities Service Model Documentation More Complicated To Change But Important To Plan For
  • 12.
    ENSURE YOU HAVETHE RIGHT ROLES Do you have people who own and lead key roles, do you have the resources that support a role? Does the role communicate, coordinate and engage effectively? Office365Resources.com Role Resources Communication Coordination Engagement Trend Office 365 Project Manager 4 - Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing  Business Owner 4.5 – Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing  Executive Sponsors 4.5 – Managed 5 - Optimizing 5 - Optimizing 4 - Managed  Champions 4 - Managed 4 - Managed 5 - Optimizing 4 - Managed  Departmental Leads 3.5 – Defined 4 - Managed 4 - Managed 2 – Opportunistic  Education Leads 4 - Managed 4 - Managed 4 - Managed 2.5- Opportunistic  IT Leads 4 - Managed 4.5 – Managed 5 - Optimizing 4.5 – Managed  HR Manager 3 – Defined 3.5 – Defined 3.5 – Defined 3 – Defined  Communication Leads 5 - Optimizing 5 - Optimizing 5 - Optimizing 5 - Optimizing  Community
  • 13.
    POLICIES AND GUIDANCE Resourcescan be even more complex. Do you have common and expected policies, guidance, or content available and up to date today? # Need Current State Notes & Recommendations Support 1 Office 365 Champion Coverage & Selection Plan Current State No, Champion coverage and/or selection plan exists which identifies champions per business unit, office, department, team, or floor nor one that outlines how new Champions can/should be identified or nominated to improve Office 365 adoption. Current Champions were selected based on their role within the different units and to get a good cross section of individuals (executives, reception area, field and office workers) Recommendations:  Ensure there is an accessible list of these active champions.  Ensure you have shared the details of how you select champions, remaining champion gaps/needs, and how users can sign up to be one in your Campion Coverage and Selection Criteria guidance. 2 Champion Commitment Guide Current State No, Champion Commitment Guide exists that articulates the value of champions and the champion’s community while outlining champion commitments and benefits Recommendations:  Draft an Office 365 Champion Guide detailing the value of Champions and their community within your organization, the required commitments necessary to be a Champion and the associated benefits. 3 Champion Fact Sheet Current State No, the Champion community does not have a fact sheet that can be provided to a champion’s manager to support or help in attaining buy-in. Recommendations: # Icon Description 1 Does Not Exist: The starting point of usage and guidance. There is no plan being followed. 2 Partially Defined/Started: An approach may have been decided upon and is being opportunistically applied. The approach has not been widely accepted nor adopted. It may be informally defined. 3 Defined: The approach has been reviewed and accepted within the organization. There has been buy-in to the documented approach and the approach is often followed. The way this area is implemented is defined and/or standardized, but not in use across the entire organization. Some governance is defined but may not be widely understood/followed. 4 Defined & Managed: This area is centrally supported, standardized, and implemented across the organization. It is defined and understood/followed. Metrics may be gathered and reported. 5 Optimized & Managed: This area is functioning optimally and continuous improvement occurs based on defined and monitored metrics or feedback. Assets are pro-actively maintained to ensure relevancy and correctness. Leadership in this area is demonstrable.
  • 14.
    Success readiness issomething you can evaluate and it spans roles, programs, policies, guidance, even incentives and rewards. http://Office365Resources.com. AT AN ORGANIZATIONAL LEVEL HOW READY ARE YOU?
  • 15.
    GOVERNANCE APPROACH… What followsis a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence
  • 16.
    GOVERNANCE APPROACH… What followsis a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Determine Your Phase 1 Teams Rollout Related?
  • 17.
    GOVERNANCE APPROACH… What followsis a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Phase 1? Teams Rollout Related? Phase 2?
  • 18.
    GOVERNANCE APPROACH… What followsis a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Phase 1? Partially Tackled In Rollout Phase 2? 3rd Party AUTOMATION?
  • 19.
    GOVERNANCE APPROACH… What followsis a visual breakdown of the Governance key activities/topics for certain workloads. This is very different per customer depending on the org technology landscape. SharePoint Responsible Enablement Provisioning Collection Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Teams Responsible Enablement Provisioning Team Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Yammer Responsible Enablement Provisioning Community Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps OneDrive Responsible Enablement OneDrive Lifecycle Management Monitoring Security (External Sharing) Adoption & Excellence Content Lifecycle Management Content Protection Exchange Responsible Enablement Mailbox Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection Customization & Apps Stream Responsible Enablement Channel Provisioning Channel Lifecycle Management Monitoring Security Adoption & Excellence Content Lifecycle Management Content Protection MyAnalytics Responsible Enablement Adoption & Excellence Search Responsible Enablement Provisioning Of Answers Answers Lifecycle Management Monitoring Adoption & Excellence Customizations & Connectors Power Apps Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power App Lifecycle Management Data Protection Customizations Power Automate Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (DLP/Connectors) Adoption & Excellence Power Automate Lifecycle Management Data Protection Customizations Power BI Responsible Enablement Workspace & App Provisioning Workspace & App Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Data Lifecycle Management Data Protection (Layered) Customization Power Virtual Agents Responsible Enablement Environment Provisioning Environment Lifecycle Management Monitoring Security (Layered) Adoption & Excellence Agent & Data Lifecycle Management Agent & Data Protection (Layered) Customization Microsoft Forms Responsible Enablement Adoption & Excellence Compliance & Lifecycle Management (Retention, Archiving, Disposition, eDiscovery, Holds & Investigations, etc.) Security (DLP, Sensitivity, Monitoring, Alerting, etc.)
  • 20.
    SESSION GOALS 2 1 Reviewsuccessful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 21.
    SESSION GOALS 2 2 Reviewsuccessful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 22.
    PLANNING FOR SUCCESSFULADOPTION We need to invest in key areas to enable and accelerate adoption. Adoption Campaigns
  • 23.
    FUNNEL FOR COMMITMENT Inorder for users to improve their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. Drive Interest/Awareness Guide Understanding Realize Value
  • 24.
    PLANNING FOR ADOPTION… Weneed to be more tactical and granular to drive meaningful commitment. Plan and execute adoption campaigns! http://Office365Campaigns.com
  • 25.
    PLANNING FOR ADOPTION Developinga roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  • 26.
    PLANNING FOR TIPS Wheneach day’s Yammer/SharePoint News tip is posted by a member of the tip team it ensures that these tips come from different users which gets more people involved.
  • 27.
    PLANNING FOR TIPS Tipsdrive users to take action, should be themed, should be pre-written before the start of the campaign, and can be easily adapted from existing ones.
  • 28.
    PLANNING FOR ADOPTION Developinga roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  • 29.
    PLANNING FOR CONTESTS StarterList Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office 365” document in the Office 365 Resource Kit (http://Office365Resources.com)
  • 30.
    PLANNING FOR ADOPTION Developinga roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  • 31.
    PLANNING FOR ADOPTION Developinga roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  • 32.
    PLANNING FOR COMMUNICATION Definea comprehensive communication plan along with the messaging for key Email, Intranet posts, Yammer posts or communication for the campaign.
  • 33.
    PLANNING FOR ADOPTION Havinga campaign over a duration of days enables greater measurement, clearer accountability, and simplifies the coordination and commitment needed. Baseline Measure Impact Measure Continued Impact
  • 34.
    PLANNING FOR MEASUREMENT Example:We can see that most sharing is happening in SharePoint and not OneDrive. Great insight is available now in the adoption pack.
  • 35.
    http://Office365Metrics.com contains guidanceon ways to measure Office 365 & samples of common business impacts it can drive. WHAT ABOUT BUSINESS IMPACT?
  • 36.
    PLANNING FOR ADOPTION Ifexecuting effective adoption campaigns leads to effective commitment is there anything else we should keep in mind?
  • 37.
    CAMPAIGNS ENRICH COECONTENT The campaign generates new resources, training, tips, tricks, success stories, and much more that adds continual value to your digital center of excellence.
  • 38.
    CAMPAIGNS CAN BE“JUST IN TIME” By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve how we manage the lifecycle of these spaces and perform targeted ‘drip’ campaigns.
  • 39.
    SESSION GOALS 4 0 Reviewsuccessful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 40.
    SESSION GOALS 4 1 Reviewsuccessful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 41.
    ORCHESTRY CAPABILITIES The beautifuland simple user interface, users can create sites and choose the features they need. PROVISIONING DIRECTORY The intuitive and scalable governance guides policies building around Groups,Teams and SharePoint sites. GOVERNANCE The simple and elegant templates built for MSTeams and/or SharePoint Sites for tailored use cases by experts. TEMPLATES 4 2 Define a 'what to use when’ M365 strategy, enabling and empowering the right combination of M365 tools that are configured and tailored to your specific needs with Orchestry. The beautiful and simple user interface, users can create sites and choose the features they need. PROVISIONING The directory provides a way to quickly find and accessTeams, Sites and Groups within an organization. DIRECTORY The intuitive and scalable governance guides policies building around Groups,Teams and SharePoint sites. GOVERNANCE PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 42.
  • 43.
    SESSION GOALS 4 4 Reviewsuccessful approaches to Microsoft 365 Governance Understand how to take your Governance and Adoption to the next level See how Orchestry can help accelerate, automate and enhance Governance and Adoption Provide best practices on how to best tackle Microsoft 365 Adoption like a service PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 44.
    CUSTOMER OVERVIEW PRE-SESSION QUESTIONS “How doyou approach the governance process after tools have long been rolled out and used differently by all employees? -- Eric 4 5 PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 45.
    CUSTOMER OVERVIEW PRE-SESSION QUESTIONS “Interested toknow more about governance in SharePoint, Teams, OneDrive, related to content, and using other modules like security and compliance." -- Cliff 4 6 PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 46.
    HOW CAN ITRY ORCHESTRY? We are glad you asked... 4 7 full access subscription to Orchestry 21-Days FREE online guided Orchestry workshop 1 FREE to Orchestry support Unlimited access PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 47.
    QUESTIONS? Upcoming Events… https://orchestry.com/event/ Tues.Mar. 9 10 AM PT / 1 PM ET PROACTIVE GOVERNANCE & ADOPTION IN M365
  • 48.
    Thank You! Orchestry&Y ouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt..2toLead.com/Whitepapers WhenT oUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com Message Me On LinkedIn or Email Richard@2toLead.com CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY Let’s connect and find ways to do more and work together.
  • 49.
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